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900+
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investment professionals
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Hong Kong (香港), Individual
Change
Sustainability considerations continue to affect markets and economies in new ways. We believe a focus on sustainability gives investors and the companies and issuers they invest in greater power to drive value and create strategic advantages.
Wellington at a glance
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60+
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professionals dedicated to sustainability investment and research
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3,000+
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Tracked meetings in which E, S, or G topics were covered in 2023.1 We believe these meetings open avenues to value creation through productive dialogue on material ESG issues.
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All figures as of 31 December 2023
1Represents meetings with public-market issuers. Issuers refers to companies and sovereigns. All figures as of 31 December 2023. For the Wellington Management group of companies.
Our approach to sustainable investing
Integrated research
To help mitigate risk and enhance potential returns
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Integrated research
- Sustainability research available to all Wellington investment teams
- Climate-science-based collaborations with Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change
- Data-driven tools and technologies, including a proprietary climate-mapping application and sustainability-focused investor dashboards
Innovative solutions
To translate sustainability research into client-oriented outcomes
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Innovative solutions
- Stewardship investing*
- Sustainable theme investing
- Climate investing
- Impact investing
*Wellington formerly referred to these solutions as “ESG forefront investing.”
Influential engagement
To open avenues to value creation by advancing resilient business practices and sustainable outcomes
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Influential engagement
- Career industry analysts and experienced portfolio managers with access to company boards and management teams
- 3,000+ tracked meetings in which E, S, or G topics were covered in 2023.* We believe these meetings open avenues to value creation through productive dialogue on material ESG issues.
- Ongoing enhancement of tools and technology for advancing engagements and outcomes
* Represents meetings with public-market issuers. Issuers refers to companies and sovereigns. All figures as of 31 December 2023. For the Wellington Management group of companies.
Industry leadership
To engage with policymakers and standard setters to improve client outcomes
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Industry leadership
- Founding member and advisory group leader of Net Zero Asset Managers initiative
- Senior-level representation on the UN Principles for Responsible Investment board and other industry initiatives
- Wellington Climate Leadership Coalition (WCLC) convenes asset-owner clients from Europe, North America, and Asia Pacific to forge a deeper understanding of the risks and opportunities associated with climate change
- Advocacy with policymakers and standard setters in support of standardization of sustainability disclosures
Sustainable investing and ESG solutions
Socially and environmentally positive themes underpinned by structural economic drivers are central to the investment philosophy in pursuit of value creation and/or risk management.
Seeks to invest in issuers that we believe contribute to a lower-carbon future, can help the world adapt to a changing climate, or are well positioned to manage transition and/or physical risks
Seeks to invest in issuers whose core products, services, or projects provide environmental and/or social solutions in a differentiated way, with the goal of driving measurable positive impact alongside financial returns
Unlocking investment value with active ownership
Our stewardship activities aim to support outcomes that result in sustainable, competitive investment returns for our clients. Active ownership allows us to be committed to deep research and constructive dialogue and, in our view, is integral to our responsibility to our clients.
Industry initiatives, memberships, & frameworks
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Sector:Climate technology
Principles for Responsible Investment (PRI)
Voluntary framework that allows investors to incorporate ESG issues into their decision-making and ownership practices
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Sector:Climate technology
Taskforce on Climate-related Financial Disclosures (TCFD)
Develops disclosures for use by companies in providing information to relevant stakeholders
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Sector:Climate technology
UN Sustainable Development Goals (SDGs)
17 goals and 169 underlying targets aimed at expanding global economic growth, reducing inequality, and promoting peace
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Sector:Climate technology
Global Impact Investing Network (GIIN)
Nonprofit industry leader setting standards for impact investing across asset classes
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Sector:Climate technology
International Financial Reporting Standards (IFRS)
Develops baseline standards for sustainability disclosures to help inform investment and economic decision making
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Sector:Climate technology
Partnership for Biodiversity Accounting Financials (PBAF)
Provides financial institutions with practical guidance on biodiversity impact and dependency assessments
corporate sustainability
Corporate sustainability at Wellington refers to how our firm operates responsibly and sustainably. As a private partnership, we believe we have greater freedom to foster a culture and encourage the innovation that empowers our people to take action on sustainability, benefiting our clients, our company, and our people. Our firm’s approach focuses on:
Being effective stewards of sustainability within our operations
Partnering to help build thriving communities where we live and work
Empowering our colleagues to take action on sustainability
Pause
Play
- Wellington Sustainability report 2022
- 2022 Singapore Environmental Risk Report
DISCLOSURE
This material and its contents may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management. This document is intended for information purposes only. It is not an offer or a solicitation by anyone, to subscribe for shares in Wellington Management Funds (Luxembourg) III SICAV (the Fund). Nothing in this document should be interpreted as advice, nor is it a recommendation to buy or sell shares. Investment in the Fund may not be suitable for all investors. Any views expressed are those of the author at the time of writing and are subject to change without notice. Investors should carefully read the Key Facts Statement (KFS), Prospectus, and Hong Kong Covering Document for the Fund and the sub-fund(s) for details, including risk factors, before making an investment decision. Other relevant documents are the annual report (and semi-annual report).
© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Overall Morningstar Rating for a fund is derived from a weighted average of the three, five, and ten year (if applicable) ratings, based on risk-adjusted return. Past performance is no guarantee of future results.
Issued by Wellington Management Hong Kong Limited. Investment involves risk. Past performance is not indicative of future performance. This document has not been reviewed by the Securities and Futures Commission of Hong Kong.
